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Portfolio (Quarterly) Guide ↗

FIRST UNITED BANK & TRUST

· CIK 0001214183
13F Portfolio $313M AUM 557 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 71 Added 122 Reduced 32 Exited
Page 2 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 Index Financial Services 6,292.0 $4.3M 1.37% $681.92 +9.5%
22 HYGV Flexshares Tr Hig Yld Vl ETF 104,670.0 $4.3M 1.36% +5K +4.8% $40.74 -1.2%
23 VB Vanguard Index FDS Small CP ETF 16,343.0 $4.2M 1.34% +2K +15.5% $257.95 +14.9%
24 ESG Flexshares Stoxx US ESG Impact Index 26,150.0 $4.1M 1.32% -1K -4.5% $158.25 +10.7%
25 IWF iShares Russell 1000 Growth ETF 7,627.0 $3.6M 1.15% $473.30 -74.0%
26 LOW Lowes Cos Inc Com Consumer Cyclical 13,597.0 $3.3M 1.05% -231.0 -1.7% $241.16 -7.9%
27 IYW iShares Dow Jones US Technology 15,816.0 $3.2M 1.01% -100.0 -0.6% $199.68 +27.0%
28 MCD McDonalds Corp Com Consumer Cyclical 9,999.0 $3.1M 0.97% -56.0 -0.6% $305.63 -8.8%
29 IWR iShares Russell Mid-Cap ETF 28,965.0 $2.8M 0.89% -279.0 -0.9% $96.27 +12.7%
30 AMZN Amazon Com Inc Com Consumer Cyclical 12,039.0 $2.8M 0.89% +130.0 +1.1% $230.82 +5.9%
31 PNC PNC Finl Svcs Group Inc Com Financial Services 12,123.0 $2.5M 0.81% -220.0 -1.8% $208.73 +11.2%
32 PG Procter & Gamble Co Com Consumer Defensive 16,555.0 $2.4M 0.76% +2K +13.2% $143.31 +4.9%
33 MA Mastercard Inc Financial Services 4,075.0 $2.3M 0.74% $570.88 -14.2%
34 DHR Danaher Corp Del Com Healthcare 10,104.0 $2.3M 0.74% -175.0 -1.7% $228.92 -22.6%
35 VBR Vanguard Small-Cap Value ETF 10,832.0 $2.3M 0.73% +2K +18.8% $211.79 +12.6%
36 HON Honeywell Intl Inc Com Industrials 11,079.0 $2.2M 0.69% +62.0 +0.6% $195.09 +17.4%
37 COST Costco Whsl Corp New Consumer Defensive 2,505.0 $2.2M 0.69% -20.0 -0.8% $862.34 +10.3%
38 CSCO Cisco Sys Inc Com Technology 26,971.0 $2.1M 0.66% +1K +4.5% $77.03 +55.2%
39 SO Southern Co Com Utilities 23,824.0 $2.1M 0.66% +790.0 +3.4% $87.20 +6.8%
40 ISRG Intuituve Surgical Inc Healthcare 3,653.0 $2.1M 0.66% -28.0 -0.8% $566.36 -28.2%
Page 2 of 20  ·  394 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Technology 23.8%
Healthcare 9.1%
Consumer Cyclical 8.3%
Industrials 7.4%
Communication Services 7.1%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 3.4%
Real Estate 1.1%